Job offer
Client Advisor / Financial Planner (m/f)
Clientis AG is seeking a dedicated individual for its office in Malters to serve as a Client Advisor/Financial Planner (m/f) for business and private clients. The position involves acquiring new clients, providing tailored advice, and implementing retirement planning and financial planning solutions.
Tasks
- Acquiring New Customers
- Needs-Based Counseling
- Identifying solutions and implementing the appropriate products and services
- Retirement Planning, Including Financial Planning
Requirements
- Completed banking training with additional banking-specific education
- Professional experience in customer service
- Affinity for commercial clients and the pension business
- Strong customer and sales focus
- Enjoyment of proactive customer interaction
- Excellent verbal and written communication skills
- A resilient, service- and goal-oriented individual who is a team player
We offer
- A versatile, varied, and meaningful role in a
- Opportunities to make a creative impact in an exciting field with room for growth
- A supportive, family-like environment with quick decision-making processes
- A good work-life balance thanks to flexible work schedules and the opportunity to
- Additional vacation days for seniority, paid religious and cantonal holidays
- Comprehensive pension plan with a choice of retirement plans
- Attractive employee benefits on our products and services
- Support for Professional and Personal Development
- Regular company events in a relaxed atmosphere
Job details
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